| S嘉信·USSCHX |
| 9.42% | 9.17% | $3,424.3万 | 130.0万股 | $3,062.1万 | 125.3万股 | +4.7万股+3.76% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 9.29% | 9.59% | $3,378.0万 | 105.9万股 | $3,204.1万 | 109.7万股 | -3.8万股-3.49% | 减仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 8.66% | 8.7% | $3,149.0万 | 108.2万股 | $2,907.3万 | 105.1万股 | +3.1万股+2.95% | 加仓 |
| V先锋领航指数基金VOO |
| 7.75% | 7.04% | $2,817.3万 | 4.6万股 | $2,350.9万 | 4.1万股 | +4,619股+11.16% | 加仓 |
| S嘉信·USSCHP |
| 6.84% | 7.09% | $2,487.9万 | 92.3万股 | $2,368.8万 | 88.8万股 | +3.5万股+3.98% | 加仓 |
| V先锋领航指数基金VB |
| 5.72% | 5.75% | $2,078.4万 | 8.2万股 | $1,919.3万 | 8.1万股 | +748股+0.92% | 加仓 |
| S嘉信·USSCHA |
| 5.53% | 5.52% | $2,011.7万 | 72.1万股 | $1,844.4万 | 72.9万股 | -7,981股-1.09% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 5.28% | 5.27% | $1,919.6万 | 74.7万股 | $1,761.2万 | 73.9万股 | +7,573股+1.02% | 加仓 |
| V先锋领航指数基金VTV |
| 5.27% | 5.41% | $1,917.6万 | 10.3万股 | $1,806.0万 | 10.2万股 | +643股+0.63% | 加仓 |
| S嘉信策略信托SCHM |
| 4.98% | 5.24% | $1,808.7万 | 61.0万股 | $1,750.0万 | 62.4万股 | -1.4万股-2.19% | 减仓 |
| V先锋领航·MIDVO |
| 4.92% | 5.02% | $1,788.8万 | 6.1万股 | $1,675.6万 | 6.0万股 | +1,020股+1.70% | 加仓 |
| V先锋领航指数基金VUG |
| 4.26% | 4.29% | $1,547.1万 | 3.2万股 | $1,432.7万 | 3.3万股 | -423股-1.29% | 减仓 |
| S嘉信策略信托SCHF |
| 4.07% | 4.21% | $1,480.2万 | 63.6万股 | $1,407.5万 | 63.7万股 | -1,077股-0.17% | 减仓 |
| V先锋领航·FTSEVEA |
| 2.9% | 3.04% | $1,052.5万 | 17.6万股 | $1,014.6万 | 17.8万股 | -2,307股-1.30% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 1.93% | 1.53% | $701.1万 | 8.3万股 | $512.2万 | 6.2万股 | +2.2万股+34.94% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 1.52% | 1.49% | $551.3万 | 1.2万股 | $498.3万 | 1.2万股 | +32股+0.27% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 1.39% | 1.33% | $504.8万 | 21.5万股 | $442.9万 | 19.1万股 | +2.4万股+12.85% | 加仓 |
 强生JNJ |
| 0.77% | 0.69% | $279.9万 | 1.5万股 | $232.1万 | 1.5万股 | -98股-0.65% | 减仓 |
| V先锋领航全球基金ESGV |
| 0.72% | 0.72% | $263.4万 | 2.2万股 | $240.4万 | 2.2万股 | +315股+1.44% | 加仓 |
| S嘉信策略信托SCHE |
| 0.72% | 0.72% | $260.9万 | 7.8万股 | $240.2万 | 8.0万股 | -1,500股-1.88% | 减仓 |
| IiShares安硕信托MTUM |
| 0.68% | 0.73% | $248.4万 | 9,685股 | $245.5万 | 1.0万股 | -529股-5.18% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 0.58% | 0.59% | $210.3万 | 5,755股 | $196.3万 | 5,782股 | -27股-0.47% | 减仓 |
| V先锋领航全球基金VSGX |
| 0.55% | 0.56% | $198.2万 | 2.9万股 | $186.8万 | 2.9万股 | +54股+0.19% | 加仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 0.54% | 0.52% | $196.1万 | 6,128股 | $175.1万 | 6,124股 | +4股+0.07% | 加仓 |
| V先锋领航·TOTALBNDX |
| 0.53% | 0.54% | $191.5万 | 3.9万股 | $181.8万 | 3.7万股 | +1,987股+5.41% | 加仓 |
| IiShares安硕信托IWD |
| 0.51% | 0.54% | $186.6万 | 9,167股 | $179.2万 | 9,226股 | -59股-0.64% | 减仓 |
 苹果AAPL |
| 0.47% | 0.43% | $172.5万 | 6,774股 | $142.5万 | 6,947股 | -173股-2.49% | 减仓 |
| IiShares安硕信托GVI |
| 0.42% | 0.4% | $153.6万 | 1.4万股 | $134.9万 | 1.3万股 | +1,514股+11.73% | 加仓 |
| IiShares安硕信托TIP |
| 0.42% | 0.4% | $151.6万 | 1.4万股 | $134.7万 | 1.2万股 | +1,386股+11.32% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.28% | 0.29% | $102.7万 | 7,210股 | $98.2万 | 7,081股 | +129股+1.82% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.27% | 0.27% | $98.5万 | 4,069股 | $89.0万 | 4,126股 | -57股-1.38% | 减仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 0.25% | 0.26% | $92.6万 | 2.0万股 | $86.6万 | 2.0万股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VGT |
| 0.21% | 0.2% | $74.7万 | 1,000股 | $66.2万 | 999股 | +1股+0.10% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.2% | 0.2% | $72.9万 | 1.3万股 | $67.2万 | 1.4万股 | -138股-1.02% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 0.19% | 0.19% | $69.8万 | 3,680股 | $64.7万 | 3,559股 | +121股+3.40% | 加仓 |
 WSFS FINLWSFS |
| 0.18% | 0.2% | $65.1万 | 1.2万股 | $66.4万 | 1.2万股 | 00.00% | 持仓不变 |
| IiShares安硕信托AOA |
| 0.17% | 0.2% | $61.3万 | 6,951股 | $65.7万 | 7,877股 | -926股-11.76% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.16% | 0.17% | $59.2万 | 4,203股 | $56.9万 | 4,269股 | -66股-1.55% | 减仓 |
 微软MSFT |
| 0.16% | 0.16% | $57.3万 | 1,107股 | $54.3万 | 1,092股 | +15股+1.37% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.16% | 0.16% | $56.9万 | 6,097股 | $54.5万 | 6,097股 | 00.00% | 持仓不变 |
 PHILIP MORRIS INTLPM |
| 0.14% | 0.18% | $49.8万 | 3,070股 | $61.5万 | 3,378股 | -308股-9.12% | 减仓 |
| IiShares安硕信托IWS |
| 0.13% | 0.13% | $47.8万 | 3,420股 | $43.5万 | 3,295股 | +125股+3.79% | 加仓 |
| BBANK OF AMERBAC |
| 0.12% | 0.12% | $44.7万 | 8,655股 | $40.7万 | 8,611股 | +44股+0.51% | 加仓 |
 Meta平台META |
| 0.12% | 0.13% | $42.5万 | 579股 | $42.3万 | 573股 | +6股+1.05% | 加仓 |
 摩根大通JPM |
| 0.11% | 0.11% | $40.1万 | 1,271股 | $35.2万 | 1,215股 | +56股+4.61% | 加仓 |
| AAT&TT |
| 0.08% | 0.08% | $27.5万 | 9,744股 | $26.9万 | 9,293股 | +451股+4.85% | 加仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.07% | 0.07% | $25.2万 | 1,427股 | $22.5万 | 1,424股 | +3股+0.21% | 加仓 |
| IiShares比特币ETFIBIT |
| 0.07% | 0.07% | $24.2万 | 3,730股 | $22.8万 | 3,730股 | 00.00% | 持仓不变 |
| IiShares安硕信托AOR |
| 0.07% | 0.07% | $23.7万 | 3,682股 | $22.7万 | 3,686股 | -4股-0.11% | 减仓 |
 博通AVGO |
| 0.06% | — | $22.5万 | 683股 | $0 | 0股 | +683股 | 新买入 |
